Subj : OpenAI's plan 🤖, Elon $139B pay 💰, design beyond code 🧑🎨
To : All
From : TLDR
Date : Mon Dec 22 2025 11:24 am
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The strategy to keep OpenAI ahead involves getting people to use its
prod=
ucts, keeping them there, and serving the use cases they
want=C2=A0=
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=09=09TLDR =
=09=09TOGETHER WITH [Delve] [4]
TLDR 2025-12-22
DELVE SHIP=
MAS DAY 1 (SPONSOR) [4]=20
Welcome to Delve Shipmas=E2=80=945 days of i=
ncredible product launches to
bring your team the cheer they really need.=
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=F0=9F=93=B1=20
BIG TECH & STARTUPS
SAM ALTMA=
N ON OPENAI'S PLAN TO WIN, AI PERSONALIZATION,
INFRASTRUCTURE MATH, AND T=
HE INEVITABLE IPO (50 MINUTE READ) [5]=20
Sam Altman recently appeared =
on Big Technology Podcast to discuss
OpenAI's strategy to win, where the =
product lineup is going in the
coming year, how OpenAI's over $1 trillion=
in AI infrastructure
commitments make sense, and the company's future pl=
ans for AI devices
and AI cloud. The strategy to keep OpenAI ahead involv=
es getting
people to use its products, keeping them there with the best m=
odels,
serving the use cases they want with reliable compute, then expand=
ing
into areas like enterprise and hardware. The full conversation, along=
with links to the audio, is available in the article.=20
TESLA WINS =
FINAL COURT FIGHT OVER ELON MUSK'S PAY PACKAGE (7 MINUTE
READ) [6]=20
=
Tesla won its fight over Elon Musk's record-breaking pay package
approve=
d by shareholders in 2018. The Delaware Supreme Court said the
lower cour=
t's ruling would have deprived Musk of compensation for
several years of =
work, so he should get the full pay package. Musk's
2018 stock options ha=
ve grown in value to $139 billion. It was
initially valued at more than $=
2.3 billion, already shattering
previous compensation records.=20
=
=F0=9F=9A=80=20
SCIENCE & FUTURISTIC TECHNOLOGY
US PLANS LARGEST N=
UCLEAR POWER PROGRAM SINCE THE 1970S (6 MINUTE
READ) [7]=20
The Trump=
administration launched a partnership in October to build
at least $80 b=
illion worth of new, large-scale nuclear reactors. The
money will support=
the construction of a type of pressurized water
reactor developed by Wes=
tinghouse that can generate about 1,110
megawatts of electric power. The =
partnership includes profit-sharing
mechanisms that will give the US gove=
rnment some of the upside if the
initiative succeeds.=20
EX-ASML WORK=
ERS REVERSE-ENGINEERED STATE OF THE ART CHIPMAKING
MACHINES TO GET CHINA =
FAR CLOSER THAN PREVIOUSLY THOUGHT TO
INDEPENDENCE FROM FOREIGN TECH (6 M=
INUTE READ) [8]=20
China reportedly has a prototype EUV chipmaking mach=
ine. While it has
not yet produced a working chip, it is apparently creat=
ing EUV light.
The machine is expected to produce its first chip in 2028.=
The Dutch
company ASML had previously been the sole producer of EUV mach=
ines.=20
=F0=9F=92=BB=20
PROGRAMMING, DESIGN & DATA SCIENCE
DJI=
'S NIGHTMARE: WORLD'S FIRST IMMERSIVE VR-STYLE 360 DRONE OUT NOW
(SPONSOR=
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VR-style Vision Goggles. This is flight unlike anything else. Grab
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today from Antigravity's store, shipping globally at
antigravity.tech. [1=
0]=20
THE BIG-O COMPLEXITY OF VIBE CODERS (4 MINUTE READ) [11]=20
E=
fficiency becoming a metric will create pressure and cause
exploration to=
look wasteful. High-token sessions will start to look
sloppy. Over time,=
AI will turn into another optimization target, and
eventually into somet=
hing that people virtue signal about rather than
something that reflects =
real impact. Some of the most valuable work
exists in the messy, high-tok=
en exploratory phase that resists easy
measurement.=20
DESIGN IS MORE=
THAN CODE (9 MINUTE READ) [12]=20
Design is about finding the right pr=
oblem, the right intent, and the
right vision. The features you design an=
d build today should be
considered a step toward that vision. Without the=
right context and
goal, you could be iterating toward a direction that w=
asn't chosen
intentionally. The industry is not very patient, but that do=
esn't mean
you should devalue the why behind your designs in favor of out=
put.=20
=F0=9F=8E=81=20
MISCELLANEOUS
ELLISON'S HARDBALL WARNER=
BROS. TACTICS GAVE NETFLIX AN OPENING (14
MINUTE READ) [13]=20
Lawye=
rs for David Ellison sent a letter to Warner Bros. Discovery on
the night=
of December 3 expressing serious concerns about the fairness
and adequac=
y of the company's sale process. This surprised Warner
Bros., as the comp=
any believed it had run a fair process. Ellison's
inner circle tried to r=
etract the statement, claiming some partners
didn't even know the letter =
was going out, but it was too late. In
response, Warner Bros. decided to =
sell to Netflix.=20
GRAPHITE GETS BOUGHT BY CURSOR: THREE REFLECTIONS F=
ROM SIX YEARS OF
WORK (9 MINUTE READ) [14]=20
Software quality startu=
p Graphite has been acquired by code
generation startup Cursor. Graphite =
started out as Screenplay, which
couldn't find product-market fit right a=
way. The conversations around
Graphite started right before the pandemic =
lockdowns. The team started
working in person together as soon as it was =
advisable, allowing them
to knit a culture early and build trust. The thr=
ee founders took three
distinct roles, and they all remain vital to the c=
ompany.=20
=E2=9A=A1=20
QUICK LINKS
GOOGLE WAS AT RISK OF LOSIN=
G ITS DOMINANCE =E2=80=94 UNTIL IT PROMOTED THIS
AI EXECUTIVE (14 MINUTE =
READ) [15]=20
Josh Woodward, a 16-year Google veteran, was tasked with =
growing
Gemini while also keeping his existing job running Google Labs. =
WERNER VOGELS IS RIGHT (4 MINUTE READ) [16]=20
It's important to=
take the time to learn new technologies, the
capabilities of those techn=
ologies, and where they can help your
business, rather than just shoehorn=
ing in new technologies everywhere
you can.=20
REFLECTIONS ON AI AT T=
HE END OF 2025 (4 MINUTE READ) [17]=20
Almost everybody has stopped say=
ing that large language models are
stochastic parrots.=20
MORE ON WHE=
THER USEFUL QUANTUM COMPUTING IS =E2=80=9CIMMINENT=E2=80=9D (6 MINUTE
REA=
D) [18]=20
Scalable quantum computing is now plausibly imminent.=20
=
NETFLIX AND DISNEY+ PROBABLY ONLY ADDED AD-TIER SUBSCRIBERS THIS
YEAR, S=
AYS MORGAN STANLEY (5 MINUTE READ) [19]=20
The ad tiers scored all net =
additional subscribers for both Netflix
and Disney+ this year.=20
202=
5 LLM YEAR IN REVIEW (11 MINUTE READ) [20]=20
2025 was a strong and eve=
ntful year of progress in LLMs.=20
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TLDR
The strate=
gy to keep OpenAI ahead involves getting people to use its products, keepin=
g them there, and serving the use cases they want =E2=80=8C =E2=
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